Purchases and Sales Made in Q4 2024 in Ishares Tr Msci Eafe Small Cap (SCZ)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe Small Cap (SCZ) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR MSCI EAFE SMALL CAP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.69K+ 63.14% |
$342K - $383K
|
14.7K
$925K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
5.66KNew |
$340K - $381K
|
5.66K
$356K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
5.61K+ 6.88% |
$337K - $378K
|
87.1K
$5.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
5.55K+ 18.01% |
$334K - $373K
|
36.4K
$2.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.38K+ 4.74% |
$324K - $362K
|
119K
$7.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.3K+ 1.24% |
$319K - $357K
|
435K
$27.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.29K+ 5.55% |
$318K - $356K
|
101K
$6.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
5.27K+ 12.72% |
$317K - $354K
|
46.7K
$2.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
5.18K+ 117.72% |
$312K - $349K
|
9.58K
$603K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.09K+ 20.19% |
$306K - $343K
|
30.3K
$1.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
5.02KNew |
$302K - $338K
|
5.02K
$316K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
4.86K+ 8.82% |
$292K - $327K
|
60K
$3.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
4.84K+ 11.05% |
$291K - $326K
|
48.7K
$3.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
4.64KNew |
$279K - $312K
|
4.64K
$292K
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
4.61K+ 6.78% |
$277K - $311K
|
72.7K
$4.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.54K+ 6.02% |
$273K - $306K
|
80K
$5.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
4.53KNew |
$273K - $305K
|
4.53K
$285K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
4.45K+ 1.63% |
$268K - $300K
|
277K
$17.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.44K+ 133.99% |
$267K - $299K
|
7.76K
$488K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.44KNew |
$267K - $299K
|
4.44K
$279K
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
4.36KNew |
$262K - $293K
|
4.36K
$274K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
4.14K+ 99.86% |
$249K - $279K
|
8.29K
$522K
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
4.13K+ 1.24% |
$248K - $278K
|
338K
$21.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
3.97K+ 3.26% |
$238K - $267K
|
126K
$7.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.75K+ 1.69% |
$225K - $252K
|
226K
$14.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
3.57KNew |
$215K - $241K
|
3.57K
$225K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.49KNew |
$210K - $235K
|
3.49K
$219K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
3.47KNew |
$209K - $234K
|
3.47K
$218K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
3.41K+ 11.72% |
$205K - $229K
|
32.5K
$2.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.38KNew |
$203K - $228K
|
3.38K
$213K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet Bank & Trust LTD
|
BUY
|
- |
3.23K+ 18.15% |
$194K - $217K
|
21K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.2K+ 10.17% |
$192K - $215K
|
34.6K
$2.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
BUY
|
- |
3.11K+ 4.5% |
$187K - $209K
|
72.2K
$4.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.94K+ 4.81% |
$177K - $198K
|
63.9K
$4.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
2.91K+ 10.16% |
$175K - $196K
|
31.5K
$1.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.8K+ 11.51% |
$169K - $189K
|
27.2K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.79K+ 24.18% |
$168K - $188K
|
14.3K
$900K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.64K+ 0.4% |
$159K - $178K
|
657K
$41.3M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
2.61K+ 24.45% |
$157K - $176K
|
13.3K
$836K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.57K+ 11.94% |
$155K - $173K
|
24.1K
$1.52M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.56K+ 7.91% |
$154K - $172K
|
34.9K
$2.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
2.52KNew |
$152K - $170K
|
2.52K
$159K
|
|
|
Feb 06, 2025
Q4 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
2.5K+ 6.57% |
$150K - $168K
|
40.5K
$2.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.5K+ 0.97% |
$150K - $168K
|
260K
$16.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.43K+ 1227.27% |
$146K - $164K
|
2.63K
$165K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.4K+ 75.5% |
$145K - $162K
|
5.59K
$351K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.36K+ 3.89% |
$142K - $159K
|
63.1K
$3.97M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.34K+ 2.61% |
$140K - $157K
|
91.8K
$5.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.33K+ 7.04% |
$140K - $157K
|
35.5K
$2.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.26K+ 1.13% |
$136K - $152K
|
202K
$12.7M
|